I was thinking of QoQ, with pricing up 18.7% and revenue up 4%, units dropped from 2Q to 3Q.
Right. Seems to me most of those taking T will want to be tested once it is available. For now they play Russian roulette. But once you know you are JCV positive, you trade a chance for a certainty (that you have the virus - NOT that you WILL get PML).
IF ~50% of those tested are positive there will be a lot of them dropping T and moving to another treatment. The rest will stay on T will greater peace of mind.